2026-10-10
SpaceX斥资80亿购频谱
SpaceX以80亿美元收购频谱资源，重创传统运营商并推动估值飙升。此举导致Lumentum产能排期延至2029年，凸显星链扩张对供应链及通信行业的深远冲击。
#SpaceX估值飙升与频谱收购
监管政策narrativeLIVE 实时同步
SpaceX获大摩300美元目标价及高盛上调评级，估值飙升助马斯克重回万亿俱乐部。公司拟举债400亿美元购英伟达芯片，频谱交易引发监管争议。
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KOL 观点142
#SpaceX估值飙升与频谱收购 资讯
实时同步
观点
SpaceX 购频谱降本 30%，铁塔股迎估值催化剂
SpaceX收购Grain 800MHz频谱，使地面宏站需求减30%。伯恩斯坦上调AMT、CCI等目标价，认为此举削弱铁塔过时叙事，为行业注入新动力。
woofun16 小时前34观点
报道
SpaceX 80 亿美元买频谱重挫运营商，Lumentum 产能排至 2029
SpaceX 收购频谱致三大运营商大跌，铁塔股大涨；Lumentum 光器件订单饱满。美股三大指数收涨，费半逆势下跌，苹果订单传闻引发分歧。
woofun18 小时前24报道
分析
SpaceX 频谱豪赌引战，ASTS 股价暴跌 12.77%
SpaceX获准收购Grain频谱直指运营商，马斯克称其为地震。ASTS因竞争加剧周五大跌12.77%，技术面呈明显下跌趋势，逼近52周低点。
woofun1 天前33分析
分析
SpaceX 解禁潮：13 亿股悬顶，股价承压？
吉姆·克莱莫披露SpaceX内部持股解禁时间表，周五首批3.284亿股解锁，后续最大批次达13.1亿股。尽管Starlink新协议助推股价上涨，但估值分歧与抛压风险并存。
woofun1 天前24分析
观点
塞勒笑称 SpaceX 愿景是看跌信号，微策略链上霸榜
迈克尔·塞勒调侃马斯克SpaceX超地球GDP的激进目标为看跌信号。微策略凭借4.91亿美元代币化股票市值领跑企业，SpaceX位列第三，凸显加密市场对新资产类别的关注。
woofun1 天前57观点
报道
SpaceX 豪赌低频，三大运营商盘后暴跌 6%
SpaceX收购Grain持有的全国低频段频谱，引发威瑞森、AT&T及T-Mobile盘后股价下跌约6%，凸显卫星通信对传统移动网络的竞争压力。
woofun1 天前50报道
观点
8 月狂揽数亿证券，SpaceX 债券交易引政策利益冲突质疑
CNBC分析显示特朗普8月进行517笔交易，总额达7430万至2.73亿美元。其在签署太空政策前买入SpaceX票据，并大手笔购入Meta，引发市场对其投资与政策行动重合的关注。
woofun1 天前21观点
分析
SpaceX 400 亿融资引恐慌，行星实验室股价为何承压？
受SpaceX巨额债务融资传闻及美债收益率飙升影响，资金流向头部企业，行星实验室等中小航天股遭抛售，技术面亦现弱势信号。
woofun2 天前98分析
观点
SpaceX 估值冰火两重天：62 美元还是 800 美元？
SpaceX上市四个月后市值2.2万亿美元，华尔街分歧巨大。看空派基于基本面给出62-100美元估值，看多派因AI合同喊至800美元。核心风险在于谷歌/Anthropic合同兑现及限售股解禁压力。
woofun2 天前32观点
观点
高盛狂调 SpaceX 目标价至 230 美元，克拉默：并非瞎猜
吉姆·克拉默指出，高盛将SpaceX目标价从10美元大幅上调至230美元，印证了其此前220美元预测的严谨性，而非盲目跟风。
woofun2 天前55观点
KOL 观点
Lark Davis
@LarkDavis · 49 天前
SpaceX just quietly became a Pentagon contractor with rockets attached. $8.1B in defense deals this year: $4.16B to track missiles from orbit, $2.29B to wire sensors straight to interceptors, $1.6B just to keep launching the hardware. Golden Dome basically runs on Falcon 9 now. $8B is basically a drop in the bucket in the over $1T US defense budget, which is historically around 13% of all spending. However, who says it can't get bigger?
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Dan Held
@danheld · 49 天前
RT @SPCX100T: Now people are starting to see it huh? “SpaceX $SPCX AI data centers are 4x more profitable than Neocloud like $CRWV with m…
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DogeDesigner
@cb_doge · 48 天前
BREAKING: Deutsche Bank projects SpaceX revenue to more than triple. Analyst Edison Yu calls SpaceX’s $100B annual revenue run-rate target by December “very achievable.” They see it rising from $31.3B to $98.1B, led by AI cloud ($48B), Starlink ($13.2B), Cursor ($12B) & Space ($7.2B).
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DogeDesigner
@cb_doge · 47 天前
BREAKING: A U.S. government disclosure shows President Trump’s investment accounts bought $15,001–$50,000 worth of@SpaceXstock on June 23, just 11 days after the IPO.
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Kyle Chassé 🐸
@Kylechasse · 59 天前
SpaceX shorts are now VERY screwed. https://t.co/REYlOH0dUB
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大宇
@BTCdayu · 59 天前
SPACEX 以后不是火箭公司，而是AI公司。 马斯克最新讲话中认为9月份开始，AI收入就将超过其他收入。
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Bruce
@BTCBruce1 · 59 天前
SpaceX反弹的力度很强，特斯拉合并的预期越来越大了。
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Jeremy
@Jeremybtc · 59 天前
Looks like SpaceX$SPCXbottom was finally in Up over 40% from the lows and chart is preparing for the next leg up 🚀🚀
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DogeDesigner
@cb_doge · 59 天前
BREAKING: World’s largest sovereign wealth fund reveals $1.22 billion stake in SpaceX. Norway’s $2.3 trillion wealth fund has disclosed that it owns 0.05% of SpaceX. Another powerful vote of confidence in Elon Musk and the future of SpaceX.
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DogeDesigner
@cb_doge · 59 天前
SpaceX reportedly passes first key tests for America’s Golden Dome. SpaceX, Northrop Grumman and other companies completed the first stage of testing for the $185 billion missile-defense system as per Bloomberg. The early tests included: • Design and component-level testing • Transferring data from sensors to interceptors • Demonstrating propulsion systems There is currently no official confirmation from Elon Musk or SpaceX.
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